KIG

Kessler Investment Group Portfolio holdings

AUM $233M
1-Year Est. Return 58.11%
This Quarter Est. Return
1 Year Est. Return
+58.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
-$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$1.77M
3
+$1.13M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$812K
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$598K

Top Sells

1
+$7.79M
2
+$6.36M
3
+$5.65M
4
PHM icon
Pultegroup
PHM
+$5.64M
5
BF.A icon
Brown-Forman Class A
BF.A
+$1.09M

Sector Composition

1 Technology 24.17%
2 Communication Services 15.67%
3 Healthcare 15.58%
4 Materials 13.19%
5 Energy 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-999
177
– –
-32,917
178
– –
-200
179
– –
-2,000
4 5 6 7
8